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See Your Real Financial Picture, Virtually

Reaching your goals through a personalized, digital roadmap

Key Wealth Direction is a revolutionary financial planning platform that offers qualified clients a secure, online portal featuring a comprehensive, aggregated view of your financial assets. Along with accessing your wealth plan through a personalized website, you’ll have your Key Private Bank team at your fingertips to provide advice and guidance.

The personalized platform features:

  • A consolidated view of all your accounts, including those held at other institutions
  • Interactive charts and detailed views of your investments
  • Tools to track spending
  • A secure online vault where you can safely store important documents
Learn More About Key Wealth Direction®

#1

Private Wealth Manager for Client Service – 2019 PAM Award

190 years

KeyCorp is 190 years old and one of the largest bank-based financial institutions in the US

$38.9 billion

The amount of assets under management at Key Private Bank*

Key Private Bank is part of KeyBank National Association (KeyBank). Bank and trust products are provided by KeyBank.

Credit products are subject to credit approval.

Investment products are:

NOT FDIC INSURED NOT BANK GUARANTEED MAY LOSE VALUE NOT A DEPOSIT NOT INSURED BY ANY FEDERAL OR STATE GOVERNMENT AGENCY
*

As of 6/30/2019

**

Insurance products are offered through KeyCorp Insurance Agency USA Inc. (KIA). Variable insurance products are securities and are offered through Key Investment Services LLC (KIS), member FINRA/SIPC. KIA and KIS are affiliated with KeyBank. Insurance products and securities made available through KIA and KIS are:

NOT FDIC INSURED NOT BANK GUARANTEED MAY LOSE VALUE NOT A DEPOSIT NOT INSURED BY ANY FEDERAL OR STATE GOVERNMENT AGENCY

Insurance products offered through KIA are underwritten by and the obligation of insurance companies that are not affiliated with KeyBank. When you buy insurance, you are dealing with a licensed agency, not KeyBank. Before purchasing an insurance policy, you should compare information obtained from more than two agents. You have the right to obtain insurance from the agent or insurer of your choice and your decision will not in any way affect KeyBank’s credit decision. KIA, KIS and KeyBank are separate entities, and when you buy or sell insurance products and/or securities you are doing business with KIA and/or KIS, and not KeyBank. KIA, KIS and its representatives do not provide tax advice. Individuals should consult their personal tax advisor before making any tax-related investment decisions.

Key Private Bank Wealth Protection Strategists are not fiduciaries, as such, they are compensated based on insurance product sales.